{"formats":[{"name":"JSON","format":"json","url":"\/downloads\/2026\/code-json\/64.2-769.json"},{"name":"Plain Text","format":"text","url":"\/downloads\/2026\/code-text\/64.2-769.txt"},{"name":"XML","format":"xml","url":"\/downloads\/2026\/code-xml\/64.2-769.xml"},{"name":"HTML","format":"html","url":"\/downloads\/2026\/code-html\/64.2-769.html"}],"law_id":376439,"edition_id":2,"section_id":376439,"structure_id":53532,"section_number":"64.2-769","catch_line":"Delegation by trustee","history":"2005, c. 935, \u00a7 55-548.07; 2012, c. 614.","full_text":"A\n\nA trustee may delegate duties and powers that a prudent trustee of comparable skills could properly delegate under the circumstances. The trustee shall exercise reasonable care, skill, and caution in:\n\n1\n\nSelecting an agent;\n\n2\n\nEstablishing the scope and terms of the delegation, consistent with the purposes and terms of the trust; and\n\n3\n\nPeriodically reviewing the agent’s actions in order to monitor the agent’s performance and compliance with the terms of the delegation.\n\nB\n\nIn performing a delegated function, an agent owes a duty to the trust to exercise reasonable care to comply with the terms of the delegation.\n\nC\n\nA trustee who complies with subsection A is not liable to the beneficiaries or to the trust for an action of the agent to whom the function was delegated.\n\nD\n\nBy accepting a delegation of powers or duties from the trustee of a trust that is subject to the law of the Commonwealth, an agent submits to the jurisdiction of the courts of the Commonwealth.\n\n","order_by":null,"text":{"0":{"id":1405537,"text":"A trustee may delegate duties and powers that a prudent trustee of comparable skills could properly delegate under the circumstances. The trustee shall exercise reasonable care, skill, and caution in:","type":"section","prefixes":["A"],"prefix":"A","entire_prefix":"A","prefix_anchor":"A","level":1,"next_prefix":"A1"},"1":{"id":1405538,"text":"Selecting an agent;","type":"section","prefixes":["A","1"],"prefix":"1","entire_prefix":"A1","prefix_anchor":"A1","level":2,"prior_prefix":"A","next_prefix":"A2"},"2":{"id":1405539,"text":"Establishing the scope and terms of the delegation, consistent with the purposes and terms of the trust; and","type":"section","prefixes":["A","2"],"prefix":"2","entire_prefix":"A2","prefix_anchor":"A2","level":2,"prior_prefix":"A1","next_prefix":"A3"},"3":{"id":1405540,"text":"Periodically reviewing the agent’s actions in order to monitor the agent’s performance and compliance with the terms of the delegation.","type":"section","prefixes":["A","3"],"prefix":"3","entire_prefix":"A3","prefix_anchor":"A3","level":2,"prior_prefix":"A2","next_prefix":"B"},"4":{"id":1405541,"text":"In performing a delegated function, an agent owes a duty to the trust to exercise reasonable care to comply with the terms of the delegation.","type":"section","prefixes":["B"],"prefix":"B","entire_prefix":"B","prefix_anchor":"B","level":1,"prior_prefix":"A3","next_prefix":"C"},"5":{"id":1405542,"text":"A trustee who complies with subsection A is not liable to the beneficiaries or to the trust for an action of the agent to whom the function was delegated.","type":"section","prefixes":["C"],"prefix":"C","entire_prefix":"C","prefix_anchor":"C","level":1,"prior_prefix":"B","next_prefix":"D"},"6":{"id":1405543,"text":"By accepting a delegation of powers or duties from the trustee of a trust that is subject to the law of the Commonwealth, an agent submits to the jurisdiction of the courts of the Commonwealth.","type":"section","prefixes":["D"],"prefix":"D","entire_prefix":"D","prefix_anchor":"D","level":1,"prior_prefix":"C"}},"ancestry":[{"id":53532,"edition_id":2,"name":"Duties and Powers of Trustee","identifier":"8","label":"article","depth":4,"order_by":8,"parent_id":53524,"metadata":{"child_laws":18,"child_structures":0},"date_created":"2026-08-02 03:17:50","date_modified":"2026-08-02 12:37:12","permalink":{"id":1501457,"object_type":"structure","relational_id":53532,"identifier":"8","token":"64.2\/III\/7\/8","url":"\/64.2\/III\/7\/8\/","edition_id":2,"permalink":0,"preferred":1}},{"id":53524,"edition_id":2,"name":"Uniform Trust Code","identifier":"7","label":"chapter","depth":3,"order_by":1,"parent_id":53428,"metadata":{"child_laws":150,"child_structures":13},"date_created":"2026-08-02 03:17:42","date_modified":"2026-08-02 12:37:10","permalink":{"id":1501109,"object_type":"structure","relational_id":53524,"identifier":"7","token":"64.2\/III\/7","url":"\/64.2\/III\/7\/","edition_id":2,"permalink":0,"preferred":1}},{"id":53428,"edition_id":2,"name":"Trusts","identifier":"III","label":"subtitle","depth":2,"order_by":3,"parent_id":53424,"metadata":{"child_laws":232,"child_structures":36},"date_created":"2026-08-02 03:16:27","date_modified":"2026-08-02 12:37:10","permalink":{"id":1500813,"object_type":"structure","relational_id":53428,"identifier":"III","token":"64.2\/III","url":"\/64.2\/III\/","edition_id":2,"permalink":0,"preferred":1}},{"id":53424,"edition_id":2,"name":"Wills, Trusts, and Fiduciaries","identifier":"64.2","label":"title","depth":1,"order_by":136,"parent_id":null,"metadata":{"child_laws":776,"child_structures":114},"date_created":"2026-08-02 03:16:27","date_modified":"2026-08-02 12:37:05","permalink":{"id":1499783,"object_type":"structure","relational_id":53424,"identifier":"64.2","token":"64.2","url":"\/64.2\/","edition_id":2,"permalink":0,"preferred":1}}],"structure_contents":[{"id":376433,"structure_id":53532,"section_number":"64.2-763","catch_line":"Duty to administer trust and invest","url":"\/64.2-763\/","token":"64.2\/III\/7\/8\/64.2-763","metadata":{"court_decisions":{"0":{"name":"Rafalko v. 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","court_html":"COA<\/abbr>"},"3":{"name":" .\u202f.\u202f. Stavros P. Galiotos, Individually, etc. v. Tasos A. .\u202f.\u202f. ","case_number":"0068241","citation":null,"date":"2024-12-30","url":"https:\/\/www.courtlistener.com\/opinion\/10305437\/stavros-p-galiotos-individually-etc-v-tasos-a-galiotos-individually\/","abstract":" .\u202f.\u202f. COURT OF APPEALS OF VIRGINIA .\u202f.\u202f. ","court_html":"COA<\/abbr>"}}}},{"id":376434,"structure_id":53532,"section_number":"64.2-764","catch_line":"Duty of loyalty","url":"\/64.2-764\/","token":"64.2\/III\/7\/8\/64.2-764","metadata":{"court_decisions":{"0":{"name":" .\u202f.\u202f. Stavros P. Galiotos, Individually, etc. v. Tasos A. .\u202f.\u202f. ","case_number":"0068241","citation":null,"date":"2024-12-30","url":"https:\/\/www.courtlistener.com\/opinion\/10305437\/stavros-p-galiotos-individually-etc-v-tasos-a-galiotos-individually\/","abstract":" .\u202f.\u202f. COURT OF APPEALS OF VIRGINIA .\u202f.\u202f. ","court_html":"COA<\/abbr>"},"1":{"name":" .\u202f.\u202f. Paul Galiotos, Individually, etc. v. Tasos A. Galiotos, .\u202f.\u202f. ","case_number":"0077241","citation":null,"date":"2024-12-30","url":"https:\/\/www.courtlistener.com\/opinion\/10305439\/paul-galiotos-individually-etc-v-tasos-a-galiotos-individually-etc\/","abstract":" .\u202f.\u202f. COURT OF APPEALS OF VIRGINIA .\u202f.\u202f. ","court_html":"COA<\/abbr>"}}}},{"id":376435,"structure_id":53532,"section_number":"64.2-765","catch_line":"Impartiality","url":"\/64.2-765\/","token":"64.2\/III\/7\/8\/64.2-765","metadata":{"court_decisions":{"0":{"name":"Rafalko v. Georgiadis","case_number":"Record 141533.","citation":"777 S.E.2d 870","date":"2015-11-05","url":"https:\/\/www.courtlistener.com\/opinion\/3152258\/rafalko-v-georgiadis\/","abstract":" .\u202f.\u202f. Justice MIMS, dissenting. .\u202f.\u202f. ","court_html":"SCV<\/abbr>"},"1":{"name":" .\u202f.\u202f. Paul Galiotos, Individually, etc. v. Tasos A. Galiotos, .\u202f.\u202f. ","case_number":"0077241","citation":null,"date":"2024-12-30","url":"https:\/\/www.courtlistener.com\/opinion\/10305439\/paul-galiotos-individually-etc-v-tasos-a-galiotos-individually-etc\/","abstract":" .\u202f.\u202f. COURT OF APPEALS OF VIRGINIA .\u202f.\u202f. ","court_html":"COA<\/abbr>"},"2":{"name":" .\u202f.\u202f. Stavros P. Galiotos, Individually, etc. v. Tasos A. .\u202f.\u202f. ","case_number":"0068241","citation":null,"date":"2024-12-30","url":"https:\/\/www.courtlistener.com\/opinion\/10305437\/stavros-p-galiotos-individually-etc-v-tasos-a-galiotos-individually\/","abstract":" .\u202f.\u202f. COURT OF APPEALS OF VIRGINIA .\u202f.\u202f. ","court_html":"COA<\/abbr>"}}}},{"id":376436,"structure_id":53532,"section_number":"64.2-766","catch_line":"Prudent administration","url":"\/64.2-766\/","token":"64.2\/III\/7\/8\/64.2-766","metadata":false},{"id":376437,"structure_id":53532,"section_number":"64.2-767","catch_line":"Costs of administration","url":"\/64.2-767\/","token":"64.2\/III\/7\/8\/64.2-767","metadata":{"court_decisions":{"0":{"name":" .\u202f.\u202f. Paul Galiotos, Individually, etc. v. Tasos A. Galiotos, .\u202f.\u202f. ","case_number":"0077241","citation":null,"date":"2024-12-30","url":"https:\/\/www.courtlistener.com\/opinion\/10305439\/paul-galiotos-individually-etc-v-tasos-a-galiotos-individually-etc\/","abstract":" .\u202f.\u202f. COURT OF APPEALS OF VIRGINIA .\u202f.\u202f. ","court_html":"COA<\/abbr>"},"1":{"name":" .\u202f.\u202f. Stavros P. Galiotos, Individually, etc. v. Tasos A. .\u202f.\u202f. ","case_number":"0068241","citation":null,"date":"2024-12-30","url":"https:\/\/www.courtlistener.com\/opinion\/10305437\/stavros-p-galiotos-individually-etc-v-tasos-a-galiotos-individually\/","abstract":" .\u202f.\u202f. COURT OF APPEALS OF VIRGINIA .\u202f.\u202f. ","court_html":"COA<\/abbr>"}}}},{"id":376438,"structure_id":53532,"section_number":"64.2-768","catch_line":"Trustee's skills","url":"\/64.2-768\/","token":"64.2\/III\/7\/8\/64.2-768","metadata":{"court_decisions":""}},{"id":376439,"structure_id":53532,"section_number":"64.2-769","catch_line":"Delegation by trustee","url":"\/64.2-769\/","token":"64.2\/III\/7\/8\/64.2-769","metadata":false},{"id":376440,"structure_id":53532,"section_number":"64.2-770","catch_line":"Repealed","url":"\/64.2-770\/","token":"64.2\/III\/7\/8\/64.2-770","metadata":false},{"id":376441,"structure_id":53532,"section_number":"64.2-771","catch_line":"Control and protection of trust property","url":"\/64.2-771\/","token":"64.2\/III\/7\/8\/64.2-771","metadata":false},{"id":376442,"structure_id":53532,"section_number":"64.2-772","catch_line":"Recordkeeping and identification of trust property","url":"\/64.2-772\/","token":"64.2\/III\/7\/8\/64.2-772","metadata":{"court_decisions":""}},{"id":376443,"structure_id":53532,"section_number":"64.2-773","catch_line":"Enforcement and defense of claims","url":"\/64.2-773\/","token":"64.2\/III\/7\/8\/64.2-773","metadata":false},{"id":376444,"structure_id":53532,"section_number":"64.2-774","catch_line":"Collecting trust property","url":"\/64.2-774\/","token":"64.2\/III\/7\/8\/64.2-774","metadata":false},{"id":376445,"structure_id":53532,"section_number":"64.2-775","catch_line":"Duty to inform and report","url":"\/64.2-775\/","token":"64.2\/III\/7\/8\/64.2-775","metadata":false},{"id":376446,"structure_id":53532,"section_number":"64.2-776","catch_line":"Discretionary powers; tax savings","url":"\/64.2-776\/","token":"64.2\/III\/7\/8\/64.2-776","metadata":{"court_decisions":{"0":{"name":" .\u202f.\u202f. Paul Galiotos, Individually, etc. v. Tasos A. Galiotos, .\u202f.\u202f. ","case_number":"0077241","citation":null,"date":"2024-12-30","url":"https:\/\/www.courtlistener.com\/opinion\/10305439\/paul-galiotos-individually-etc-v-tasos-a-galiotos-individually-etc\/","abstract":" .\u202f.\u202f. COURT OF APPEALS OF VIRGINIA .\u202f.\u202f. ","court_html":"COA<\/abbr>"},"1":{"name":" .\u202f.\u202f. Stavros P. Galiotos, Individually, etc. v. Tasos A. .\u202f.\u202f. ","case_number":"0068241","citation":null,"date":"2024-12-30","url":"https:\/\/www.courtlistener.com\/opinion\/10305437\/stavros-p-galiotos-individually-etc-v-tasos-a-galiotos-individually\/","abstract":" .\u202f.\u202f. COURT OF APPEALS OF VIRGINIA .\u202f.\u202f. ","court_html":"COA<\/abbr>"}}}},{"id":376447,"structure_id":53532,"section_number":"64.2-777","catch_line":"General powers of trustee","url":"\/64.2-777\/","token":"64.2\/III\/7\/8\/64.2-777","metadata":false},{"id":376449,"structure_id":53532,"section_number":"64.2-778","catch_line":"Specific powers of trustee","url":"\/64.2-778\/","token":"64.2\/III\/7\/8\/64.2-778","metadata":false},{"id":376448,"structure_id":53532,"section_number":"64.2-778.1","catch_line":"Repealed","url":"\/64.2-778.1\/","token":"64.2\/III\/7\/8\/64.2-778.1","metadata":{"court_decisions":""}},{"id":376488,"structure_id":53532,"section_number":"64.2-779","catch_line":"Distribution upon termination","url":"\/64.2-779\/","token":"64.2\/III\/7\/8\/64.2-779","metadata":false}],"previous_section":{"id":376438,"structure_id":53532,"section_number":"64.2-768","catch_line":"Trustee's skills","url":"\/64.2-768\/","token":"64.2\/III\/7\/8\/64.2-768","metadata":{"court_decisions":""}},"next_section":{"id":376440,"structure_id":53532,"section_number":"64.2-770","catch_line":"Repealed","url":"\/64.2-770\/","token":"64.2\/III\/7\/8\/64.2-770","metadata":false},"metadata":false,"official_url":"https:\/\/law.lis.virginia.gov\/vacode\/64.2-769\/","history_text":"

This law was first created in 2005. The record of its establishment is cataloged in chapter 935<\/a> of that year\u2019s edition of \u201cActs of Assembly,\u201d the annual state publication listing all changes made to the Code of Virginia in that year. It has been modified 1 time. Those modifications are cataloged by \u201cThe Acts of Assembly,\u201d a state publication, by year and chapter. Those modifications that can be read on the General Assembly\u2019s website will be linked accordingly. That modification is as follows: in 2012, chapter 614<\/a>.<\/p>","references":false,"refers_to":false,"permalink":{"id":1501483,"object_type":"law","relational_id":376439,"identifier":"64.2-769","token":"64.2\/III\/7\/8\/64.2-769","url":"\/64.2-769\/","edition_id":2,"permalink":0,"preferred":1},"url":"\/64.2-769\/","token":"64.2\/III\/7\/8\/64.2-769","dublin_core":{"Title":"Delegation by trustee","Type":"Text","Format":"text\/html","Identifier":"\u00a7 64.2-769","Relation":"Code of Virginia"},"html":"\n\t\t\t\t\t\t

A.<\/span> A trustee<\/span> may delegate duties and powers that a prudent trustee<\/span> of comparable skills could properly delegate under the circumstances. The trustee<\/span> shall exercise reasonable care, skill, and caution in: <\/i><\/a><\/p><\/section>\n\t\t\t\t\t\t

1.<\/span> Selecting an agent; <\/i><\/a><\/p><\/section>\n\t\t\t\t\t\t

2.<\/span> Establishing the scope and terms of the delegation, consistent with the purposes and terms of the trust; and <\/i><\/a><\/p><\/section>\n\t\t\t\t\t\t

3.<\/span> Periodically reviewing the agent’s actions in order<\/span> to monitor the agent’s performance and compliance with the terms of the delegation. <\/i><\/a><\/p><\/section>\n\t\t\t\t\t\t

B.<\/span> In performing a delegated function, an agent owes a duty to the trust to exercise reasonable care to comply with the terms of the delegation. <\/i><\/a><\/p><\/section>\n\t\t\t\t\t\t

C.<\/span> A trustee<\/span> who complies with subsection A is not liable to the beneficiaries or to the trust for an action of the agent to whom the function was delegated. <\/i><\/a><\/p><\/section>\n\t\t\t\t\t\t

D.<\/span> By accepting a delegation of powers or duties from the trustee<\/span> of a trust that is subject to the law<\/span> of the Commonwealth, an agent submits to the jurisdiction<\/span> of the courts<\/span> of the Commonwealth. <\/i><\/a><\/p><\/section>","plain_text":" CODE OF VIRGINIA\n\nDELEGATION BY TRUSTEE (\u00a7 64.2-769)\n\nA. A trustee may delegate duties and powers that a prudent trustee of comparable\nskills could properly delegate under the circumstances. The trustee shall\nexercise reasonable care, skill, and caution in:\n\n 1. Selecting an agent;\n\n 2. Establishing the scope and terms of the delegation, consistent with the\n purposes and terms of the trust; and\n\n 3. Periodically reviewing the agent’s actions in order to monitor the\n agent’s performance and compliance with the terms of the delegation.\n\nB. In performing a delegated function, an agent owes a duty to the trust to\nexercise reasonable care to comply with the terms of the delegation.\n\nC. A trustee who complies with subsection A is not liable to the beneficiaries\nor to the trust for an action of the agent to whom the function was delegated.\n\nD. By accepting a delegation of powers or duties from the trustee of a trust\nthat is subject to the law of the Commonwealth, an agent submits to the\njurisdiction of the courts of the Commonwealth.\n\nHISTORY: 2005, c. 935, \u00a7 55-548.07; 2012, c. 614.","edition":{"id":2,"name":"2026","slug":"2026","date_created":"2026-07-16 18:40:23","date_modified":"2026-08-02 15:14:36","current":1,"order_by":2,"last_import":"2026-08-02 12:37:30"}}